AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.17B
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,545
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$4.1M
3
+$2.53M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.45M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.41M

Top Sells

1
+$3.78M
2
+$3.41M
3
+$2.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.9M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$1.3M

Sector Composition

1 Technology 8.46%
2 Healthcare 4.66%
3 Industrials 4.04%
4 Financials 3.48%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$2.33K ﹤0.01%
20
-3
1677
$2.32K ﹤0.01%
443
1678
$2.3K ﹤0.01%
35
1679
$2.3K ﹤0.01%
2
1680
$2.3K ﹤0.01%
92
-16
1681
$2.3K ﹤0.01%
16
+4
1682
$2.27K ﹤0.01%
19
1683
$2.25K ﹤0.01%
104
-89
1684
$2.25K ﹤0.01%
57
-14
1685
$2.24K ﹤0.01%
35
-40
1686
$2.24K ﹤0.01%
22
-27
1687
$2.23K ﹤0.01%
23
+5
1688
$2.21K ﹤0.01%
22
+1
1689
$2.19K ﹤0.01%
620
1690
$2.19K ﹤0.01%
11
1691
$2.18K ﹤0.01%
57
1692
$2.18K ﹤0.01%
68
1693
$2.18K ﹤0.01%
54
+17
1694
$2.17K ﹤0.01%
+161
1695
$2.17K ﹤0.01%
4
-1
1696
$2.16K ﹤0.01%
213
1697
$2.15K ﹤0.01%
+300
1698
$2.14K ﹤0.01%
19
+1
1699
$2.14K ﹤0.01%
17
-7
1700
$2.13K ﹤0.01%
140
66 67
68
69 70